Baron Financials Competition

Baron Financials ETF competes with Future Fund, Goldman Sachs, Simplify Equity, American Customer, and 6 Meridian; as well as few others. Analyzing Baron Financials competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baron Financials to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baron Financials competition on your existing holdings.

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baron Financials. Your research has to be compared to or analyzed against Baron Financials' peers to derive any actionable benefits. When done correctly, Baron Financials' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Baron Financials ETF.

Baron Financials Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Financials and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Baron and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baron Financials ETF does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.6	0.33	-0.42	0.24	-0.28	0.41	-0.19	-0.36	-0.43	META
MSFT	0.6		0.81	-0.55	0.46	0.01	0.09	-0.46	-0.83	-0.69	MSFT
UBER	0.33	0.81		-0.5	0.44	0.29	-0.16	-0.5	-0.81	-0.56	UBER
F	-0.42	-0.55	-0.5		-0.7	0.16	0.26	0.64	0.71	0.75	F
T	0.24	0.46	0.44	-0.7		0.28	-0.52	-0.61	-0.5	-0.62	T
A	-0.28	0.01	0.29	0.16	0.28		-0.54	-0.24	-0.02	-0.02	A
CRM	0.41	0.09	-0.16	0.26	-0.52	-0.54		0.54	0.16	0.11	CRM
JPM	-0.19	-0.46	-0.5	0.64	-0.61	-0.24	0.54		0.64	0.54	JPM
MRK	-0.36	-0.83	-0.81	0.71	-0.5	-0.02	0.16	0.64		0.8	MRK
XOM	-0.43	-0.69	-0.56	0.75	-0.62	-0.02	0.11	0.54	0.8		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

UBER	+ 0.81	MSFT
XOM	+ 0.8	MRK
XOM	+ 0.75	F
MRK	+ 0.71	F
JPM	+ 0.64	F
MRK	+ 0.64	JPM

High negative correlations

MRK	- 0.83	MSFT
MRK	- 0.81	UBER
T	- 0.7	F
XOM	- 0.69	MSFT
XOM	- 0.62	T
JPM	- 0.61	T

Baron Financials Competition Risk-Adjusted Indicators

There is a big difference between Baron Etf performing well and Baron Financials ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baron Financials' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.33	(0.30)	0.00	(0.22)	0.00	0.00	2.30	(2.67)	13.46
MSFT	0.93	(0.22)	0.00	(0.40)	0.00	0.00	1.65	(2.50)	4.90
UBER	1.45	(0.24)	0.00	(0.17)	0.00	0.00	2.60	(3.82)	10.23
F	1.41	0.16	0.14	0.21	1.25	(1.70)	3.38	(2.35)	16.30
T	0.90	(0.14)	0.00	(0.27)	0.00	0.00	1.63	(1.85)	5.78
A	1.09	(0.04)	(0.02)	0.06	1.21	(1.20)	2.34	(2.09)	6.50
CRM	1.58	(0.18)	0.00	(0.08)	0.00	0.00	3.66	(3.61)	12.37
JPM	1.14	(0.13)	(0.05)	0.01	1.66	(1.13)	2.00	(2.34)	7.38
MRK	1.22	0.32	0.24	0.48	0.97	(1.55)	3.59	(1.98)	8.09
XOM	1.07	0.22	0.10	2.79	0.97	(1.22)	2.37	(1.51)	5.82

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Baron Financials Competitive Analysis

The better you understand Baron Financials competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Financials' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baron Financials' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	FFND	GSEU	SPUC	ACSI	SIXS	RSBY	UPGD	FEBW	ACES
	0.03 31.13 Future	0.47 46.77 Goldman	0.29 47.69 Simplify	0.12 67.82 American	0.57 52.54 SIXS	0.58 15.37 Return	0.77 77.17 Invesco	0.06 34.16 AIM	0.68 35.44 ALPS
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Good	Weak	Mild	Good	Weakest	Fair	Good	Weakest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Over Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Buy	Hold	Strong Hold	Strong Buy	Strong Sell	Strong Hold	Strong Sell	Cautious Hold
Price To Sales	N/A	1.05	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Equity Positions Weight	99.82	99.78	98.43	99.77	98.26	N/A	N/A	N/A	99.93
Three Year Return	25.4	16.4	24.1	16.7	7.3	N/A	11.8	N/A	-10.6
Net Asset	8.65 M	9.4 M	11.34 M	63.82 M	54.5 M	N/A	N/A	N/A	713.28 M
Price To Book	N/A	2.03	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	N/A	9.8	14.6	10.1	6.2	N/A	8.5	N/A	-16.6
One Year Return	22.6	39.1	25.3	13.4	7.7	-8.1	12.8	9.6	31.7
Last Dividend Paid	N/A	0.16	N/A	0.58	0.0215	N/A	N/A	N/A	0.15
Ten Year Return	N/A	N/A	N/A	N/A	N/A	N/A	11.2	N/A	N/A
Beta	1.27	1.04	1.49	0.96	0.71	N/A	1.01	N/A	1.95
Price To Earning	N/A	16.35	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Day Typical Price	31.14	46.7	47.68	67.77	52.54	15.39	77.24	34.15	35.36
Accumulation Distribution	27.16	47.21	5.19	0.0637	N/A	3.01	60.57	3.02	0.0068
Market Facilitation Index	0.0	0.0	2.0E-4	0.0059	N/A	1.0E-4	0.0	0.0	0.24
Daily Balance Of Power	0.0833	1.0	0.5833	0.5	(9,223,372,036,855)	(1.12)	(2.00)	0.5	1.0
Period Momentum Indicator	0.01	0.22	0.14	0.08	(0.30)	(0.09)	(0.60)	0.02	0.24
Rate Of Daily Change	1.0	1.0	1.0	1.0	0.99	0.99	0.99	1.0	1.01
Day Median Price	31.15	46.66	47.67	67.74	52.54	15.4	77.27	34.14	35.32
Price Action Indicator	(0.01)	0.22	0.09	0.12	(0.15)	(0.07)	(0.40)	0.03	0.24
Coefficient Of Variation	733.56	535.48	2119.15	1045.33	543.88	(892.59)	709.35	447.29	20654.8
Mean Deviation	0.5053	0.5223	0.8755	0.546	0.5814	0.5776	0.5954	0.1592	1.72
Jensen Alpha	(0)	0.0435	(0.08)	(0.02)	0.0645	(0.08)	0.0136	0.0162	(0.18)
Total Risk Alpha	(0.01)	0.0179	(0.12)	(0.04)	0.0215	(0.20)	(0.01)	0.0078	(0.30)
Sortino Ratio	(0.04)	0.0189	(0.04)	(0.07)	0.0457	N/A	9.0E-4	(0.23)	(0.04)
Downside Variance	0.3884	0.3407	2.06	0.3969	0.5557	N/A	0.5157	0.0689	4.97
Standard Deviation	0.6315	0.6455	1.17	0.6769	0.7811	0.7331	0.7818	0.2231	2.13
Kurtosis	0.049	(0.09)	0.4489	(0.11)	1.38	0.0222	0.7318	1.37	(0.08)
Potential Upside	1.08	1.25	1.53	0.9961	1.33	1.23	1.53	0.4241	3.26
Treynor Ratio	0.0949	0.1642	0.0353	0.0746	0.1924	0.646	0.1151	0.1678	2.0E-4
Maximum Drawdown	2.66	2.71	5.82	2.86	3.7	3.5	3.46	1.05	10.69
Variance	0.3988	0.4167	1.38	0.4582	0.6101	0.5374	0.6112	0.0498	4.52
Market Risk Adjusted Performance	0.1049	0.1742	0.0453	0.0846	0.2024	0.656	0.1251	0.1778	0.0102
Risk Adjusted Performance	0.0935	0.1287	0.0368	0.0661	0.1286	(0.08)	0.0989	0.1339	0.0101
Skewness	(0.20)	(0.02)	(0.56)	0.3376	0.0693	0.3884	0.5738	(0.27)	(0.11)
Semi Deviation	0.5013	0.4296	1.28	0.5413	0.5115	N/A	0.5773	0.0	2.16
Information Ratio	(0.04)	0.017	(0.05)	(0.07)	0.0436	(0.26)	8.0E-4	(0.27)	(0.05)
Value At Risk	(0.93)	(0.97)	(2.28)	(0.98)	(0.87)	(1.17)	(0.94)	(0.33)	(3.10)
Expected Short fall	(0.56)	(0.63)	(0.79)	(0.58)	(0.65)	N/A	(0.64)	(0.17)	(1.73)
Downside Deviation	0.6232	0.5837	1.44	0.63	0.7454	N/A	0.7181	0.2625	2.23
Semi Variance	0.2513	0.1846	1.65	0.293	0.2616	N/A	0.3332	(0)	4.65

Baron Financials Competition Performance Charts

Five steps to successful analysis of Baron Financials Competition

Baron Financials' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baron Financials ETF in relation to its competition. Baron Financials' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baron Financials in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baron Financials' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baron Financials ETF, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baron Financials position

In addition to having Baron Financials in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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ISP

Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 46 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.

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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.

You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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When running Baron Financials' price analysis, check to measure Baron Financials' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baron Financials is operating at the current time. Most of Baron Financials' value examination focuses on studying past and present price action to predict the probability of Baron Financials' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baron Financials' price. Additionally, you may evaluate how the addition of Baron Financials to your portfolios can decrease your overall portfolio volatility.

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